+34.8%
NXPI vs WM
+60.7%
-25.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.2% | +1.8% | +2.8% |
| 7D | +1.7% | +0.8% | +0.9% | +1.5% |
| 30D | +19.7% | +13.8% | +5.9% | +16.6% |
| 3M | +14.5% | +6.4% | +8.1% | +13.0% |
| 6M | -11.2% | +13.2% | -24.4% | -14.4% |
| YTD | +25.8% | +10.8% | +15.0% | +21.9% |
| 1Y | +35.2% | +20.2% | +15.0% | +27.6% |
| 3Y | +52.3% | +46.5% | +5.8% | +31.3% |
| 5Y | +34.8% | +61.3% | -26.4% | +8.0% |
| All | +34.8% | +60.7% | -25.9% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling